WM

Wishbone Management Portfolio holdings

AUM $221M
1-Year Est. Return 6.3%
This Quarter Est. Return
1 Year Est. Return
-6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M

Top Sells

1
+$78.7M
2
+$3.47M

Sector Composition

1 Healthcare 29.38%
2 Industrials 27.74%
3 Financials 21.35%
4 Consumer Staples 14.17%
5 Technology 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.7M 29.38%
190,000
+55,000
2
$78.1M 27.74%
475,000
3
$60.1M 21.35%
2,600,000
-150,000
4
$39.9M 14.17%
2,895,932
5
$12M 4.27%
377,761
6
$8.7M 3.09%
3,000,000
7
– –
-720,000